Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS RETIREMENT SERVICES Service code 15 · EIN 36-2085229 | Recordkeeping | $28,171 |
SUTTON FROST CARY LLP2+ years Service code 10 · EIN 75-2593210 | Accounting | $15,427 |
HUSCH BLACKWELL2+ years Filed as: HUSCH BLACKWELL SANDERS Service code 29 · EIN 26-1688286 | Legal | $6,425 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,390 | $63,905+28.9% | $74,184+11.1% | $57,661+42.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.49% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,803 | $1,840+52.3% | $2,370+18.3% | $1,974+42.0% |
| Participant deferral / active EE | $4,248 | $3,448+23.2% | $3,550+19.7% | $3,061+38.8% |
| Admin fee / account holder | $61 | $91-32.6% | $5,586-98.9% | $95-35.1% |